Financial Strategies Inc.
Fee-Only Financial Advisor serving the Brookfield, WI area.
James Cantrell is a Brookfield, WI fee-only financial planner. Financial Strategies Inc. provides comprehensive and objective financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Cantrell is never paid a commission of any kind, and has a legal obligation to act in his client's best interest by providing unbiased financial advice.
Jim Cantrell, CFP® is the Founder and President of Financial Strategies, Inc. Jim has earned the designation of NAPFA REGISTERED FINANCIAL ADVISOR, and has served as the president and chair of the NAPFA Midwest Region Board. Jim recently completed a 3 year term on NAPFA's National Board. He also serves on the NAPFA Consumer Education Foundation (NCEF) Board of Directors. When Jim joined NAPFA in 1996, he was one of only three NAPFA members statewide. He has also attained the designation of Certified Financial Planner (CFP®), is a Registered Investment Advisor Representative, and has over 30 years of experience in financial planning and investment advising.
Jim and his wife have two daughters. In his leisure time, he enjoys jogging, canoeing, and wilderness camping. Jim is also very active in his church.
James Cantrell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial Strategies, Inc. is one of fewer than 50 Fee-Only wealth advisory firms in the state of Wisconsin. Our advisors primarily focus on successful executives, retirees, and their families. We help clients make good financial stewardship decisions, so they can spend more time doing what they love without worry.
Our advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. Our advisors are members of the National Association of Personal Financial Advisors (NAPFA), and strongly believe that NAPFA membership, as well as the fee-only financial advisory model, is the only way to maintain a respectful, client-focused approach to guiding individuals through preparing for life’s transitions. In fact, we were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.
We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Cantrell is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
James Cantrell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
James Cantrell is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact James Cantrell
13555 Bishops Court
Brookfield, WI 53005